Aristotle
Aristotle Focus Growth
US Growth
Dec 2024 → Mar 2026
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 3 years · follow all of Aristotle for every strategy.
What it bought and sold
We sold the position in ServiceNow, Inc., as we see further downside risk to the implied long-term growth rate and view the current valuation as full.
Also held
Its investment theses
- DexComDec 2025DexCom is a CGM leader with favorable reimbursement, product innovation, and large untapped markets supporting sustained growth at a justified premium valuation.
- Advanced Micro DevicesDec 2025Advanced Micro Devices is a leading high-performance computing company positioned for long-term growth from AI and cloud tailwinds with strong product momentum and expanding TAM.
- SnowflakeDec 2025Snowflake is a leading multi-cloud data platform with a consumption model and AI-driven workloads supporting strong margins and long-term growth at a justified premium.
- Eli LillyDec 2024Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.